Envision IT And Valo Office 365 Discovery Lunch Seminar

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Envision IT and ValoOffice 365 DiscoveryLunch SeminarJuly 11, 2019

Peter Carson President, Envision IT 9 time Microsoft Office Appsand Services MVP Partner Seller, MicrosoftCanada http://blog.petercarson.ca www.envisionit.com Twitter @carsonpeter President Toronto SharePointUser Group

Maha Elkoshairi Senior Consultant, Envision IT Project Manager and BusinessAnalyst Business Analysis, ProjectManagement, Agile SoftwareDevelopment Web Content Management,Intranets

Eric Riz Principal Consultant: Enterprise ContentManagement Strategy and Governance Microsoft Apps & Services MVP Recognized thought-leader in the areasof governance, strategy and corporatedesign www.ericriz.com Deep experience in strategic planning,digital workplace design andimplementation Extensive hands-on work withinformation systems and recordsmanagement platforms Recognized speaker and author acrossthe Microsoft ecosystem

Org Chart

AgendaIntroductionsOffice 365 Adoption in 10 StepsOffice 365 DiscoveryValo Modern Intranets

Envision IT Overview Office 365 productivity consultants Go-to partner for SharePoint websites, intranets, extranets,and collaboration portals Working with SharePoint since 2001 Microsoft Gold Partner Multiple award winner

Envision ITPublicWebsitesIntranets /Staff PortalsExtranets /Member Portals

Extranet User Manager Easy delegation of user management to business Self-registration, approvals, forgotten password reset Simplified login for both internal and external users

Upcoming WebinarHow to Build a Structured ExtranetUsing Azure AD B2BTuesday, July 23, 201912 - 1 PM EDThttp://eum.co/events

RenewalSharePoint Server 2016Future of SharePointA Brief HistoryTransformationOneDrive NGSCEarly ReleasesSharePoint Portal Server2001SharePoint Team Services2002SharePoint Services (Free)SharePoint Portal Server2003Hub sitesModern sites, pages, lists& librariesSharePoint spacesList innovationsEvolutionConnected to Office 365groupsSharePoint Server 2010PowerApps & FlowOrganizational newsBPOSSharePoint mobile appModern intranet & portalsAcquisition of YammerSharePoint frameworkSharePoint Server 20192006-20082001-20032013-20152009-2012Connected web parts201720162018VelocityTransitionInnovation 1B businessOffice 365 & SharePointOnlineOneDrive Files On-DemandMicrosoft OfficeSharePoint Server 2007Acquisition of FASTSearch & TransferMicrosoft Online ServicesSharePoint Server 2013Microsoft Teams files/wikiNewsCommunication sitesYammer integrationHub sites

2017 Avanade Inc. All Rights Reserved.

Two thirds of workerscomplain that they don’t haveenough time to complete theirjobs%8080% of employees admit tousing non-approved SaaSapps in their jobs %2020% of the workforce iscomprised of contractors,temporary staff andfreelancersNumber of times per hourchecking inboxKnowledge Workers unlocktheir smartphones up to 9times every hourWorkers get interrupted asoften as once every 5 minutes

MODERNCOLLABORATIONTHE MODERN WORKPLACESECURITY ANDCOMPLIANCE

Primary Focus on Systems of Recordare a thing of the past 2018 Avanade Inc. All Rights Reserved. Highly Confidential See Our Data Management Policy

We need to shift our focusto Systems of Engagement

9 types of innovationBreakthroughProductBusiness en 2019 Empty Cubicle Inc. All Rights Reserved.ProcessService

2017 Avanade Inc. All Rights Reserved.

2019 Empty Cubicle Inc. All Rights Reserved. 2017 Avanade Inc. All Rights Reserved.15

2019 Empty Cubicle Inc. All Rights Reserved. 2017 Avanade Inc. All Rights Reserved.

10 Steps to Adoption1.2.3.4.5.6.7.8.9.10.K-W-Y-BOffice 365 SMEs & ChampionsSuccess ManagerCorporate Communications PlanGamificationRealization & EnvironmentOperational SupportEducation PlanCentralized SupportQuick Wins 2019 Empty Cubicle Inc. All Rights Reserved.

What are yourbusiness goals?Have you created anIT strategy? 2017 Avanade Inc. All Rights Reserved.20

Set Expectations 2017 Avanade Inc. All Rights Reserved.

“If I'd asked customers what they wanted,they would have said "a faster horse".– Henry Ford 2019 Empty Cubicle Inc. All Rights Reserved.

Office 365 SME’s & ChampionsKnowledgeableA dedicated team who has thecorporate information requiredSecureA trusted source of informationand content (perhaps) nototherwise availableResponsiveSet a protocol to respond toquestions and emails within Xperiod of time; cataloganonymously

Office 365 Success ManagerAn Evangelist Role that works WITH all Business LinesWorking throughoutthe business with allusers, questions anddriving empowermentA functional expertwho understands theinner workings andconfiguration of 365Strategic thinker whocan adapt theenvironment based onquestions askedDefensible auditinginsights and analyticsbased on bestpractices and data

Corporate Communication PlanMission StatementWhy is 365 being usedinside your organizationand how will it be used tobetter the organization?Business ObjectivesWhat objectives are beingset and met with and for365?ExpectationsHow and when to use 365throughout theorganization – when willupdates come in and howcan I be involved?Education &InvolvementWhen will teams be trainedand how will theysupported month tomonth?

Centralized SupportWho and How Who can I go to? Where can I get answers?Automation Use the tool Integrate and deliverAnalytics and Intelligence Reports and feedback

Realization and EnvironmentSuccess isn’t Guaranteed Know your pressure pointsand prepare to resetCompeting Products Exist Adoption from other platforms Leverage the knowledgePeople are Watching Success breeds successCelebrate the wins

GamificationTools ExchangeSharePointOneDriveGroupsSkype forBusiness TeamsTo-DoSwayFormsMyAnalyticsAnd more Knowledge Who doeswhat? Support Expertise ExternalSources TwitterYammerSlackAnd more Games Scavenger HuntMissions and BadgesCompliance PointsRewards and Recognition

Organizational SupportWhat is the company doing to commit andshow their support?

An ever-changing adoption landscape requiresconstant education and supportMillions of opportunities,thousands of options,hundreds of touch-points

Quick WinsPeopleProcessesTechnologyCultureWho will access information,and when?Effective use and actions iscriticalWhat can we automate tofacilitate governance?What is the threshold for yourorganization?

IT changed landscape has created opportunitiesfor businesses to solve problems today –Leverage that!!

The 1 million subscriber markTime to Reach 1 Million Subscribers2.5 Months3.5 Months5 Months5 Months7 Months10 Months13 Months 2019 Empty Cubicle Inc. All Rights Reserved.

Summary

Summary What’s your Journey Strategy Succeeds Showcase and Deployment Communicate

Thank you

Thank youKnow What You’re BuildingQuestionsProvide the Required SupportTake the Time to Adoptaka.ms/SPC/Sessions/3570Share slides and resources from this sessionaka.ms/SPC/Sessions/SharePointLearn more from related sessions at SPC19aka.ms/SharePoint/ResourcesExplore resources for deployment and adoptionaka.ms/SharePoint/BlogStay up to date on the latest product newsaka.ms/SharePoint/Blog/SPC19Review the news and announcements from SPC19aka.ms/SharePoint/CommunityJoin the conversation in the Microsoft Technical CommunityTwitter@RizInsightsInstagram@RizInsights @RoadtoSPCHashtags#SPC19 @SharePoint #Office365 #Microsoft365 #MVPBuzzriz@thesharepointjourney.com

Office 365 Discovery Workshop

Office 365 Intro Suite of desktop, mobileand browser basedproductivity tools Windows, Mac, iOS, andAndroid support Supports all the majorbrowsers

Office Online Office Online Suite includes Word OnlinePowerPoint OnlineExcel OnlineOneNote Multiple Browser/DeviceSupport

Mobile Apps

Exchange Online Microsoft hosted email,calendars, and contacts Available on the web, in Outlook,and on mobile devices 50 GB mailbox 50 GB / Unlimited (E3/E5 plans)email archive

Skype for Business PresenceInstant messagingAudio and video callsOnline meetings and sharingMerging / moving to MicrosoftTeams

Yammer Enterprise social network – notFacebook Drives productivity through teamcollaboration Engages employees

Microsoft Teams Replacing functionality of Skype for Business: Persistent chatPresenceAudio and video callsOnline meetings and sharingFiles (SharePoint) Org wide channel eliminates need for Yammer for mostorganizations Microsoft has positioned Teams as the launchpad to O365 services Each Team is connected to an O365 Group

Notebook/OneNote Tool for unstructured, free-form note taking Create Sections and Pages Add text, images, audio, video, hyperlinks, etc Embeded Video cannot be added in OneNote Online, but onceembedded can be played in OneNote Online Can be opened in OneNote application and synchronized Multiple people can edit the same notebook simultaneously

Planner Rudimentary task management tool Plan is created with each Office 365 Group Conversely, an Office 365 Group will be created for each PlanIf either is deleted, both are deleted Plans consist of Buckets and Tasks Tasks may be assigned, contain checklists, due dates,attachments, description and comments

Power BI Connect to data in Excel,corporate data sources, andexternal services Design your reports in Excel orPower BI Designer Publish them to the web https://powerbi.microsoft.com

OneDrive for Business 1 TB file storage for each user Sync files across all your devicesfor online and offline access Use search to find your files Share your files with colleaguesand external users

SharePoint Online Communicate and CollaborateCorporate IntranetTeam SitesForms and Workflows

Three Places to WorkPrivate bydefault

Communications vs. Team SitesTeam SiteCommunications Site

Office 365 GroupsMatt Wade - 5-groups/

Microsoft Teams Each Team may have multiplechannels, with tabs toSharePoint lists and libraries,Stream, Planner, OneNote,and many others

Conversation and Collaboration ModesQuick, transitive, low importance “Want to grab a sandwich?Making decisions, group think"Which sandwich shop should weorder from for the department fromnow on?"External, formal“We’d like to work on a sandwich with you.”Seeking help, crowdsourcing“Who knows about sandwiches?”Strategic“NDA: We’re planning to start asandwiches division.”Informational, inspirational“We see that sandwiches are trending up.”Personal, confidential“We’re firing the sandwich guy – YOU!”Susan Hanley – Ignite 2017 – THR2059

Conversation and Collaboration Modes – Envision ITQuick, transitive, low importance “Want to grab a sandwich?Making decisions, group think"Which sandwich shop should weorder from for the department fromnow on?"External, formal“We’d like to work on a sandwich with you.”Seeking help, crowdsourcing“Who knows about sandwiches?”Strategic“NDA: We’re planning to start asandwiches division.”Informational, inspirational“We see that sandwiches are trending up.”Personal, confidential“We’re firing the sandwich guy – YOU!”Susan Hanley – Ignite 2017 – THR2059

Search

Decreasingattention span59%Managers missinginformation daily20%Time spent looking forthe right informationAcceleratingcontent scale44 76%104169zettabytes ofdata (2020)unstructureddata (2020)quadrillion averageOffice docs (2020)billion standardcontent DBs (2020)1 zettabyte 1B terabytesThe world is investingin intelligent tech 5BMachine Learning (2016) 3BComputer Vision (2016) 1BNatural Language (2016)VC investment in AI companies in 2016

Office Graph

Current Search ExperiencesClassic Site List or library Search verticals – default andcustom Custom refinersModern Site Hub Defined search verticals Defined refinersOther Office.com Bing.com

Delve Powered by the Office Graph Collects signals of activities peopleare doing Drives information discoverythrough your connections toother people Machine intelligence Auto builds profile pages

in Bingin Office.comin SharePointin Edgein WindowsMicrosoft Searchin PowerPointin Outlookin Excelin Yammerin Wordin Swayin Teamsin OneNoteMicrosoft Graph Bing technology

Next Gen Search RelevancyPersonalization:Using signals from across Microsoft 365Intent: Understand what you want to do right nowUsing tech transfer from internet consumer searchMeGuidanceMy roleSemantic matchingIs the content related to projects me or mycollaborators are involved in?Is content created for people similarto me, based on role/location/org?My orgIs the content authoritative / official? Does itrepresent the knowledge of organization?Get suggestions as you type to help youexpress your intent, and minimize your effort.Get the correct result without having toremember or guess the ‘correct’ query term.Beyond a list of resultsGet the meaning of an acronym,instead of links to where it’s used.

Get your work done faster with the power of searchSearch in Office Apps

Private bydefault

https://spdesign.azurewebsites.net/

65/

SharePoint Starter Kithttps://github.com/SharePoint/sp-starter-kit

SharePoint – Team Sites By default, all members arecontent authors Department, Committee, orProject Collaboration External Sharing with Clients,Vendors, or Partners Collaboration-focused

Communications Sites Hero Webpart for highlightingimportant Content Sharing of News & Events Showcase Images & Photos

Classic vs. Modern

Information Architecture Even with a good plan, information architecture is a continualprocess No more site/sub-site – new flat structure where all sites aresite collections Modern subsites are now supported Hub Sites create a group of sites that share navigation,branding and other elements.

Planning Permissions SharePoint Groups O365 Groups Azure Active Directory Groups

Classic vs. Modern IA

SharePoint Hub Sites Shared navigation and brandRoll-up of content and searchA home destination for the hubCan be Team or CommunicationsAssociated Sites are “subsites”

VALOReady-to-go Modern Intranet

Award-wining Digital Workplace solution on O365 & SharePoint Centre of all communication, socialand teamwork in your organization Beautiful User Experience Works with any device You can start usingit immediately Customizable Always up-to-date

Valo Intranet Features Company NewsContent PagesMega MenuQuick LinksMy ToolsEventsPeople & Expertise FinderSocial HubLatest VideosDiscussion Feeds Yammer Praises andAnnouncements Delve Blogs Surveys Forms FAQ Open Job Positions Classifieds Admin Toolpack World Clock Multilingual

3 ready-made intranet themesLuxLumenCandela

3 ready-made intranet themesLumenCandelaLux

3 ready-made intranet themesCandelaLuxLumen

Custom Themes

Valo Modern

The Best Mobile Intranet Experience Native Valo Intranet Mobile Appfor Android and iPhone Supports push notifications and branding All ready-made themes are responsivefor the full mobile intranet experience Valo fully supports Microsoft appsavailable for Yammer, SharePoint,OneDrive, Office

100% compatible withAlso available for onpremises SharePointServer 2016/2019

Valo architectureAzure ADValoMobile AppClient side solutionsMicrosoft GraphAPIintegrationSharePointFrameworkRemote ProvisioningValo IntranetValo TeamworkValoInstallationProvisioning Valo Intranet withprovisioning engine from apredefined XML (Genesis)Valo Idea ManagementOn premises SharePoint 2013, 2016 and 2019 supportedwith limitations

CASE:Oriflame

CASE:Enerflex“ Valo proved to be a solidproduct. We appreciate thatBlue Meteorite constantly andproactively updates Valo tokeep up with the Office 365’sfast pace evolution.”Mina Gould, ApplicationDevelopment Manager,Enerflex

CASE:Dexcom“Employees now haveanytime, and any deviceaccess to all their workresources from intranet.It’s just easy and simple andthat’s what resonates withour own employees.”Chad Johnston Sr.SharePoint Administrator,Dexcom

CASE:Hologic

CASE:Eldon“Thanks to Valo Intranet’skey-ready nature, we wereable to launch a world-classsocial Intranet for our peoplevery rapidly and with a lowcost, integrating many of thegreat features available in theOffice 365 platform.”Eduardo de Juan,Marketing & SalesOperations Manager, Eldon

Valo Intranet Base Package Three visual templates:Candela, Lumen and LuxMega MenuResponsive designNative Mobile AppNews with targetingQuick LinksMy ToolsAlert NewsUser-friendly pagetemplatesSurveyEditable footerWorld Clock New employeepresentationsEvent CalendarsOpen positionsRSS feedsDiscussion feeds(Yammer or Newsfeed)Yammer praises andannouncementsBlogsWikisFAQClassifiedsEnhanced documentmetadata Add-onsDELVE BLOGSSOCIAL HUBVIDEOSPEOPLE FINDERADMIN TOOLPACKMULTILINGUAL

Add-on: People Finder Looking for contact information?Call from an unknown number? Use Valo People Finder for searchingcolleagues by name or phonenumber. Advanced Finder enables narrowingdown the search by any additionalfield available in user profiles. Seamless integration withSharePoint’s powerful People searchand Delve user profiles.

Add-on: Social Hub Social Hub makes it easy for you to followwhat people are talking about yourorganization in social media Supported channels: Blog (WordPress, Blogger, and Tumbler) Facebook Instagram Pinterest SlideShare Twitter Vimeo YouTube

Add-on: Delve BlogsOffice 365 has a great blogging tool inDelve. However, the problem is that theblog posts are very difficult to find becausethey can be accessed only by navigating toperson’s own Delve profile.With Delve Blogs add-on all the latest blogposts from users’ Delve profiles will besurfaced in your intranet.

Add-on: Admin ToolpackGathers all the necessary Intranet statisticsand tools into one view Content tools Pending workspaces Most popular workspaces New workspaces Outdated pages Most unpopular pages Most popular pages Most commented news Most liked news User manualsLots of configurable parameters

Thank You!Please contact us for licensing details or to arrange a demo

SharePoint Team Services 2002. SharePoint Services (Free) SharePoint Portal Server 2003. 2006-2008. Velocity. Microsoft Office SharePoint Server 2007. 1B business. Acquisition of FAST Search & Transfer. Microsoft Online Services. 2009-2012. Evolution. SharePoint Server 2010. BPOS. Acquisition of Yammer. 2013-2015. Transition. SharePoint Server .

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